Kiran
Patel

Westpark Wealth Advisors, Inc

CRD#5082583
Investment Advisor
in Dallas, TX

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About this Advisor

Kiran Patel is a financial advisor who works in Dallas, Texas with a total of 7 years of industry experience. Patel is an employee of Westpark Wealth Advisors, Inc. Their career trajectory has included roles at Hospitality Group LLC, Cetera Advisors LLC, Ims Securities, Inc and Ims Financial Advisors, Inc. Patel holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts and Texas. Westpark Wealth Advisors, Inc is a firm based in Houston, TX. The company has offices in 11 locations and a total of 32 employees. It manages $220 million in assets among its 936 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 936 client accounts, just 11% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Westpark Wealth Advisors, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9401 Lyndon B Johnson Frwy Suite 403
Dallas, TX 75243

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Westpark Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$219,704,274

TX Average: $3,042,739,679
Total Number of Employees

32

TX Average: 49
Total Number of Accounts

936

TX Average: 2,315
Average Account Size

$234,727

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kiran Patel Work History

Kiran has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Ims Securities, Inc

2016 - Present (8 years)

Ims Financial Advisors, Inc

2014 - 2015 (1 year)

Cetera Advisors LLC

2012 - 2015 (3 years)

Hospitality Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kiran Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westpark Wealth Advisors, Inc

James Kim
Houston, TX
Kiran Patel
Dallas, TX
Brent Simmons
Houston, TX
David Coffee
Houston, TX
Joshua Kirby
Houston, TX
Nathan Irby
Baton Rouge, LA
David Vo
Sugar Land, TX
Andrea Freedman
Bellaire, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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